Connect Thoughtly and ZipBooks to Build Intelligent Automations

Choose a Trigger

Thoughtly

When this happens...

Choose an Action

ZipBooks

Automatically do this!

Enable Integrations or automations with these events of Thoughtly and ZipBooks

Enable Integrations or automations with these events of Thoughtly and ZipBooks

Actions

Search User Details

Search User Details

Search user details by email id.

Create Contact

Create Contact

Create new contact.

Delete Contact

Delete Contact

Delete an contact.

Call Contact

Call Contact

Call a contact

Search Calls

Search Calls

Search calls.

Search Contacts

Search Contacts

Search contacts by phone number.

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Frequently Asked Questions

How do I start an integration between Thoughtly and ZipBooks?

To start, connect both your Thoughtly and ZipBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Thoughtly triggers actions in ZipBooks (or vice versa).

Can we customize how data from Thoughtly is recorded in ZipBooks?

Absolutely. You can customize how Thoughtly data is recorded in ZipBooks. This includes choosing which data fields go into which fields of ZipBooks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Thoughtly and ZipBooks?

The data sync between Thoughtly and ZipBooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Thoughtly to ZipBooks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Thoughtly and ZipBooks?

Yes, you can set conditional logic to control the flow of data between Thoughtly and ZipBooks. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Thoughtly

About Thoughtly

Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.

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ZipBooks

About ZipBooks

ZipBooks is a modern online accounting and invoicing platform designed for small businesses and freelancers. With the ZipBooks API, you can automate financial workflows such as managing contacts, invoices, estimates, and other accounting data directly from your automation flows. This integration allows you to securely connect your ZipBooks account and programmatically fetch or manage business data, enabling seamless synchronization with CRMs, spreadsheets, reporting tools, and other business applications.

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